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Capital Group Core Equity Et shares owned by Swisher Financial Concepts

Quarter-by-quarter ownership of Capital Group Core Equity Et (CGUS) shares owned by Swisher Financial Concepts from 13F filings

Historical chart of Swisher Financial Concepts investment in Capital Group Core Equity Et

Tip: Access up to 7 years of quarterly data

All positions including Capital Group Core Equity Et held by Swisher Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group Core Equity Et by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $686k 22k 30.87

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
Abbvie (ABBV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds Mid Cap Etf (VO)
Abbott Laboratories (ABT)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Ishares Msci Emrg Chn (EMXC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Amazon (AMZN)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Swisher Financial Concepts

Top funds holding Capital Group Core Equity Et

LPL Financial
Commonwealth Equity Services
Raymond James & Associates
Raymond James Financial Services Advisors
Wells Fargo & Company
Cambridge Investment Research Advisors
Advisor Group Holdings
Baird Financial
CWM
Souders Financial Advisors
Midwest Heritage Bank
Assetmark
Royal Bank of Canada
TCG Advisory Services
Wealth Enhancement Advisory Services

View all funds holding Capital Group Core Equity Et